Budgeting Essentials I - Instructor-led, Virtual

Budgeting Essentials I - Instructor-led, Virtual

This one-day virtual instructor-led class is delivered over two days in four-hour increments. This class is ideal for BI360 Power Users who are responsible for the setup and maintenance of their web-based budget forms. 8 CPE credits are available.

Course Description

This is an eight-hour virtual class delivered in two four-hour increments.  Scroll down for dates and times.

 

For the power user who is creating and maintaining web-based budget input templates. Students create an operating expense template and define data storage options. Intermediate design concepts from predefined budget templates are explored and workflow options are introduced. NOTE: This class does not include storage settings for BI360 Planning, however template design concepts are similar.

 

 

Please note:

  • This class does not cover BI360 Planning (Excel).   BI360 Planning (Excel) training is available as part of the Solver Academy eLearning subscription.
  • If you are also responsible for reporting in your organization, please consider enrolling in the Report Design Essentials classes. 

After completing this course, students will be able to:

  • Define sheet filters and parameters
  • Define headers, columns and rows
  • Enable Data Settings required for writeback
  • Define Input Grid Settings 
  • Establish Comparative Grid Settings
  • Create Chart Grid Settings
  • Create budget input forms
  • Upload completed forms to the Web Portal

Audience:

  • New Solver customers or partners who will be creating budget forms
  • Existing Solver Power Users who have inherited existing budget templates and forms
  • Any Solver Power User who desires formal training on configuring, evolving, and maintaining their organization’s budget forms

Prerequisites:

  • Familiarity with the BI360 Report Designer is highly recommended but not required
  • Familiarity with accounting and finance concepts used to create financial reports
  • A working knowledge of Microsoft Windows and Microsoft Excel

Advance Preparation:

  • No advanced preparation required
  • Solver provides each student with a computer, training guide, continental breakfast, lunch and afternoon snacks

 

  •  

     

  • Solver, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org 

NOTE:  You will be prompted to select a class date and location after purchase.  

 

 

Course Description

This is an eight-hour virtual class delivered in two four-hour increments.  Scroll down for dates and times.

 

For the power user who is creating and maintaining web-based budget input templates. Students create an operating expense template and define data storage options. Intermediate design concepts from predefined budget templates are explored and workflow options are introduced. NOTE: This class does not include storage settings for BI360 Planning, however template design concepts are similar.

 

 

Please note:

  • This class does not cover BI360 Planning (Excel).   BI360 Planning (Excel) training is available as part of the Solver Academy eLearning subscription.
  • If you are also responsible for reporting in your organization, please consider enrolling in the Report Design Essentials classes. 

After completing this course, students will be able to:

  • Define sheet filters and parameters
  • Define headers, columns and rows
  • Enable Data Settings required for writeback
  • Define Input Grid Settings 
  • Establish Comparative Grid Settings
  • Create Chart Grid Settings
  • Create budget input forms
  • Upload completed forms to the Web Portal

Audience:

  • New Solver customers or partners who will be creating budget forms
  • Existing Solver Power Users who have inherited existing budget templates and forms
  • Any Solver Power User who desires formal training on configuring, evolving, and maintaining their organization’s budget forms

Prerequisites:

  • Familiarity with the BI360 Report Designer is highly recommended but not required
  • Familiarity with accounting and finance concepts used to create financial reports
  • A working knowledge of Microsoft Windows and Microsoft Excel

Advance Preparation:

  • No advanced preparation required
  • Solver provides each student with a computer, training guide, continental breakfast, lunch and afternoon snacks

 

  •  

     

  • Solver, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org 

NOTE:  You will be prompted to select a class date and location after purchase.